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iShares 1-3 Year Treasury Bond ETF

1,167 hedge funds and large institutions have $18.1B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 438 increasing their positions, 469 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $794K

26% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 80

0% less funds holding

Funds holding: 1,1711,167 (-4)

7% less repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 469

2% less funds holding in top 10

Funds holding in top 10: 8280 (-2)

3.46% less ownership

Funds ownership: 82.68%79.22% (-3.5%)

6% less capital invested

Capital invested by funds: $19.3B → $18.1B (-$1.2B)

Holders
1,167
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
15.65%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.07%
New
101
Increased
438
Reduced
469
Closed
80
Calls
$1.43M
Puts
$794K
Net Calls
+$637K
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
W
976
Wealthquest
Ohio
$235K +$233K +2,837 New
HAS
977
HBW Advisory Services
California
$234K -$12.3K -149 -5%
LAM
978
Lewis Asset Management
California
$230K +$3.04K +37 +1%
SW
979
SteelPeak Wealth
California
$228K -$142K -1,728 -39%
AIP
980
Ameritas Investment Partners
Nebraska
$228K -$14.9K -181 -6%
MSWMA
981
Market Street Wealth Management Advisors
Indiana
$227K +$3.95K +48 +2%
MGIA
982
Moneta Group Investment Advisors
Missouri
$226K -$195K -2,367 -46%
WCWM
983
Willow Creek Wealth Management
California
$226K
GVCM
984
Global View Capital Management
Wisconsin
$225K -$10.1M -122,996 -98%
FA
985
FSA Advisors
Michigan
$225K +$224K +2,721 New
PIA
986
Perennial Investment Advisors
California
$224K +$223K +2,711 New
OFW
987
Omnia Family Wealth
Florida
$224K +$223K +2,706 New
AIFAIM
988
American Institute for Advanced Investment Management
Arizona
$223K +$222K +2,700 New
GC
989
Grimes & Company
Massachusetts
$222K +$12K +146 +6%
SFG
990
Sovereign Financial Group
Connecticut
$222K +$1.15K +14 +0.5%
GCA
991
Greenwood Capital Associates
South Carolina
$221K -$81.4K -990 -27%
CWM
992
Copia Wealth Management
Oregon
$219K +$28.5K +347 +15%
FLA
993
Financial Life Advisors
Texas
$218K +$217K +2,634 New
SLC
994
Second Line Capital
Louisiana
$217K +$215K +2,618 New
SAI
995
Savvy Advisors Inc
New York
$215K +$213K +2,595 New
WWG
996
West Wealth Group
California
$212K +$211K +2,571 New
TA
997
TruWealth Advisors
Louisiana
$209K -$36.3K -441 -15%
PWW
998
Pettyjohn Wood & White
Virginia
$209K
WB
999
Webster Bank
Connecticut
$208K +$32.1K +390 +18%
BIA
1000
Bigelow Investment Advisors
Maine
$207K +$206K +2,505 New

SHY Hedge Fund Activity: Q1 2025 in Review

1,167 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2025, worth a combined $18.1B — down 6.2% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SHY positions and 80 closed out — a net gain of 21 holders — while 438 added to existing stakes and 469 trimmed.

The largest buyer was Advisors Preferred, adding an estimated $83.8M. The largest seller was Bank of America, cutting an estimated $275M.

  • 1,167 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2025, down from 1,171 in Q4 2024.
  • Funds reported $18.1B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2025, down 6.2% quarter-over-quarter.
  • 101 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2025 and 80 closed out, a net change of +21 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2025 was Advisors Preferred, an estimated $83.8M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2025 was Bank of America, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2025.